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Financial Horizons

Financial Horizons
1990 FOUNDED
M&A STATUS
201-300 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
14 INVESTMENTS
Description

Provider of insurance and financial services intended to support independent financial advisor to Canadian customers. The company offers insurance, investments, group benefits and succession planning to respond quickly to advisor's inquiries and needs in the financial service industry throughout Canada.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Life and Health Insurance
Other Industries
Other Financial Services
Multi-line Insurance
Parent Company
Primary Office
  • 112-22 Frederick Street
  • Kitchener, Ontario N2H 6M6
  • Canada

+1 (519) 000-0000

Financial Horizons Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Financial Horizons Investments & Acquisitions (14)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000 00000 01-Feb-2018 000000000000000000 Other Financial Services 0000 00000000
0000000000 01-Mar-2017 0000 00000 00000 Life and Health Insurance
000000 000000000 01-Feb-2017 000000000000000000 Consulting Services (B2B) 0000 00000000
000000 000000000 0 01-Jan-2016 000000000000000000 Other Insurance 0000 00000000
Excel Private Wealth 19-Jun-2015 Merger/Acquisition Asset Management 0000 00000000
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Financial Horizons Subsidiaries (3)

Company Name Industry Location Founded
Belec & Company Insurance Brokers Edmonton, Canada 1999
000000 000000000 0 Other Insurance Sainte-Thérèse, Canada 0000
00000 0000000 0000 Asset Management Sherbrooke, Canada
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Financial Horizons Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Financial Horizons Executive Team (8)

Name Title Board
Seat
Contact
Info
Nick Pszeniczny President & Chief Executive Officer
Marc Lantaigne Chief Financial Officer
David Stewart Executive Vice President & Chief Operating Officer
Steve Doede Chief Administrative Officer
John Hamilton Founder

1 Former Executive

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Financial Horizons Board Members (3)

Name Representing Role Since Contact
Info
000000 00000000 Genstar Capital Board Member 000 0000
00000 00000000 Genstar Capital Board Member 000 0000
0000 00000 Genstar Capital Board Member 000 0000